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Andrew McCaffery

Andrew McCaffery - Global CIO, Asset Management

Video 30 min watch

Fidelity live: CIOs webcast replay

As the world emerges from lockdown, hear our CIOs discuss their outlook for the next quarter and beyond.

Andrew McCaffery + 3 others | 27 July 2020

Article 12 min read

Fidelity CIO Outlook Q3: Nearing the limit

Markets will struggle to surpass second quarter rebound.

Andrew McCaffery + 4 others | 27 July 2020

Article 4 min read

Sustainable capitalism: Public and private combine to aid recovery

Companies and governments are working together to tackle the current crises and meet future challenges.

Andrew McCaffery | 14 July 2020

July's CIO update: What to expect this summer

Andrew McCaffery on Q3, Fidelity's new normal, and the continued rise of ESG.

Andrew McCaffery + 1 other | 10 July 2020

CIO update podcast: Markets versus the real economy

Exploring the dissonance between buoyant markets and gloomy economic data. Meanwhile, US election and Brexit are back on the news agenda!

Andrew McCaffery + 1 other | 12 June 2020

Blog 4 min read

Fidelity CIO: Thinking differently about diversification

Portfolios may need to encompass a broader range of assets than in the past.

Andrew McCaffery + 1 other | 29 May 2020

Blog 4 min read

Fidelity CIOs: Effects of monetary explosion

The sheer scale of central bank action could store up problems for the future.

Andrew McCaffery + 1 other | 20 May 2020

Blog 4 min read

Fidelity CIOs: Spotlight on solvency

Balance sheets come under scrutiny.

Andrew McCaffery + 1 other | 13 May 2020

Blog 4 min read

Fidelity CIO: The income conundrum

Stable and predictable income streams may become harder to find.

Andrew McCaffery + 1 other | 6 May 2020

Article 2 min read

The New Economic Order

We believe the Covid-19 crisis will trigger a step-change in policy, accelerate existing trends and transform investment frameworks.

Andrew McCaffery + 3 others | 5 May 2020

Podcast 19 min listen

CIO update podcast: International cooperation needed

CIO Andrew McCaffery on the why a V-shaped recovery is unlikely and why greater international cooperation is needed to avoid long-lasting damage.

Andrew McCaffery + 1 other | 4 May 2020

Blog 5 min read

Fidelity CIO: Society’s focus on sustainability and resilience to go parabolic

Fidelity analysis shows companies with higher ESG scores outperformed during the March sell-off.

Andrew McCaffery + 1 other | 29 April 2020

Blog 4 min read

Fidelity CIOs: Dispersion increases as demand effects filter through

Investors become more selective as demand shock hits oil price and other sectors.

Andrew McCaffery + 1 other | 22 April 2020

Blog 5 min read

Fidelity CIO: Possible economic scenarios

Challenges lie ahead for the global economy.

Andrew McCaffery + 1 other | 16 April 2020

Blog 3 min read

Crisis drives shift in public/private relationship not seen since WWII

State aid for companies is likely to come with conditions attached.

Andrew McCaffery + 1 other | 8 April 2020

Podcast 25 min listen

Fidelity CIO Podcast: Finding value and income

Opportunities for value and income as volatility lessens.

Andrew McCaffery + 2 others | 3 April 2020

Blog 3 min read

Fidelity CIOs: A new paradigm

The Covid crisis is accelerating changes already underway.

Andrew McCaffery + 1 other | 1 April 2020

Blog 4 min read

Fidelity CIOs: Dollar devaluation could be the end game from Fed actions

Fiscal and monetary stimulus could weaken the dollar and be inflationary.

Steve Ellis + 1 other | 25 March 2020

Blog 4 min read

Andrew McCaffery + 2 others | 20 March 2020

Blog 3 min read

Coronavirus and the new reality

How should markets navigate the new reality of economic shutdown due to the coronavirus?

Andrew McCaffery + 1 other | 18 March 2020

Article 4 min read

Fidelity CIOs on the response needed to stabilise the markets

Fidelity CIOs on the response needed to stabilise the markets following coronavirus and oil shocks

Romain Boscher + 2 others | 11 March 2020

Video 9 min watch

Andrew McCaffery + 2 others | 10 March 2020

Video 3 min watch

CIO Outlook video: Andrew McCaffery on Multi Asset and Alternatives

Tactical allocations to non-US assets such as emerging markets, alongside alternatives and income plays, could help navigate a switch in market regime.

Andrew McCaffery | 19 December 2019

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